LWM

Laidlaw Wealth Management Portfolio holdings

AUM $34.7M
1-Year Est. Return 44.33%
This Quarter Est. Return
1 Year Est. Return
+44.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.35%
7,809
-686
77
$1.67M 0.35%
21,403
+10,586
78
$1.65M 0.35%
+77,022
79
$1.6M 0.34%
+6,128
80
$1.58M 0.33%
5,997
+3,943
81
$1.58M 0.33%
7,106
+2,923
82
$1.58M 0.33%
28,394
-13,709
83
$1.56M 0.33%
14,207
+2,695
84
$1.55M 0.33%
30,723
-23,983
85
$1.55M 0.33%
34,709
+9,076
86
$1.54M 0.33%
21,364
+1
87
$1.54M 0.33%
+67,959
88
$1.53M 0.32%
33,635
-8,255
89
$1.52M 0.32%
13,396
+6,280
90
$1.5M 0.32%
17,740
+11,472
91
$1.49M 0.31%
103,186
-3,161
92
$1.49M 0.31%
103,195
-9,023
93
$1.47M 0.31%
13,744
+5,804
94
$1.46M 0.31%
12,272
+1,804
95
$1.45M 0.3%
55,250
+20
96
$1.42M 0.3%
21,692
+14,195
97
$1.39M 0.29%
+29,428
98
$1.34M 0.28%
19,351
-579
99
$1.33M 0.28%
26,697
+7,564
100
$1.31M 0.28%
+11,181
2 3
4
5 6